See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,575 | $58,083+23.2% | $80,019-10.6% | $56,287+27.2% |
| Participation rate | 57.7% | 73.6%-15.9pp | 75.8%-18.1pp | 69.9%-12.2pp |
| Annual return | -2.72% | 34.61%-37.3pp | 11.22%-13.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $107 | $1,932-94.5% | $2,468-95.7% | $2,111-94.9% |
| Participant deferral / active EE | $1,868 | $3,135-40.4% | $3,686-49.3% | $3,350-44.2% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.8% |